Jacobsen Capital Management’s GE Aerospace GE Stock Holding History

Jacobsen Capital Management’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$637K	Sell	2,244 -32	-1%	-$10.1K	0.22%	43
2025 Q4	$701K	Sell	2,276 -19	-0.8%	-$5.72K	0.23%	41
2025 Q3	$690K	Buy	2,295 +32	+1%	+$8.75K	0.23%	42
2025 Q2	$582K	Buy	2,263 +250	+12%	+$54.9K	0.21%	41
2025 Q1	$403K	Buy	2,013 +66	+3%	+$13K	0.18%	50
2024 Q4	$325K	Sell	1,947 -2	-0.1%	-$357	0.14%	58
2024 Q3	$368K	Buy	1,949 +228	+13%	+$38.6K	0.15%	53
2024 Q2	$274K	Sell	1,721 -319	-16%	-$50.9K	0.12%	70
2024 Q1	$286K	Buy	2,040 +23	+1%	+$2.71K	0.13%	64
2023 Q4	$205K	Buy	+2,017	New	+$187K	0.1%	81

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jacobsen Capital Management's GE Position: Q1 2026 in Review

Jacobsen Capital Management reduced its GE Aerospace (GE) stake by 1.4% in Q1 2026, selling an estimated $10.1K and leaving 2,244 shares worth $637K. The position accounts for 0.22% of the portfolio, ranked #43.

Jacobsen Capital Management first reported a position in GE in Q4 2023 and has held it in 10 quarters since. The position peaked at $701K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Jacobsen Capital Management held 2,244 shares of GE Aerospace worth $637K as of Q1 2026.
Jacobsen Capital Management sold 32 GE Aerospace shares in Q1 2026, an estimated $10.1K.
GE Aerospace made up 0.22% of Jacobsen Capital Management's portfolio in Q1 2026, its #43 holding.
Jacobsen Capital Management first reported a position in GE Aerospace in Q4 2023 and has held it in 10 quarters since.
Jacobsen Capital Management's GE Aerospace position peaked at $701K in Q4 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.